أفضل بودكاسات With JNeanne Theus (2024)

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Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending 15:14

8M ago15:14

15:14

We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making. Among the topics we’ll get J’Neanne’s thoughts and perspective on include: Tax considerations for gifts made to family. Getting past overthinking every financial decision that you need to make. What to do with …

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Does Retirement in America Need an Overhaul? 14:22

8M ago14:22

14:22

In today’s show, we’re going to be talking about the Gray New Deal and the need for retirement reform. The idea to create job and pension improvements might be a little surprising to some, but the author of Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy makes some really interesting points. Here’s some of what we discuss in …

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Retirement Planning Is Different For Women: Here’s Why (Part 2) 13:39

9M ago13:39

13:39

In this episode, we’ll talk about how women can gain more confidence with their finances. As more women take a proactive approach to money, we want to help them feel comfortable about what they’re doing. We’ll also talk about debt as well as solutions to help women be better prepared for retirement. Here’s some of what we discuss in this episode: 0…

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Retirement Planning Is Different For Women: Here’s Why 16:08

9M ago16:08

16:08

In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey and we’ll do it as a two-part conversation. This first show will focus on the challenges facing women as it relates to the pay gap. Plus, what can you do if you get divorced or become widowed and find yourself having to manage …

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Is it Time to Take Cash Off the Sideline? 7:02

10M ago7:02

7:02

We’ve been getting questions lately from people with a lot of money sitting on the sidelines. They’re waiting to jump back in the stock market when they feel comfortable but timing the market is incredibly difficult. Today J’Neanne will break down why this is the case and explain what you should be doing from an individual standpoint if you have su…

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Will These Apocalyptic Predictions Ever Come True? 14:13

10M ago14:13

14:13

On this episode, we’ll try to separate sensationalism from reality by covering the top financial concerns that people have. Should you worry that these apocalyptic predictions will eventually come true? Let’s talk about why or why not these fears are warranted. Here’s some of what we discuss in this episode: 0:00 – Intro 1:03 – Social Security will…

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Do You Need Long-Term Care Insurance If You're Single and Childless? 11:25

10M ago11:25

11:25

Navigating the world of long-term care insurance can be daunting, especially if you're single and without children. In today’s video, we’ll explore why long-term care insurance might be a crucial part of your retirement planning. We'll explore what it covers, when to consider buying it, and how it fits into your solo journey toward a secure and ind…

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Strategic Planning for Retiree Healthcare 24:00

11M ago24:00

24:00

In today's show, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? We'll discuss everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial plann…

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End of Year Financial Planning For 2023 28:52

12M ago28:52

28:52

Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Here’s some of what we discuss in this episode: 0:00 – Intro 2:…

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The Future of Retirement In America: Is The Glass Half Full or Half Empty? 30:07

1y ago30:07

30:07

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Here’s some of what we discuss in this episode: 0:00 – Intro 2:55 – Half full or half empty? 5:32 – Social Security 10:19 – Healthcare affordability 1…

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The Universal Truths in Retirement 37:09

1y ago37:09

37:09

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement. We all might address …

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The Domino Effect: How One Mistake Can Ruin Your Retirement Plan 24:33

1y ago24:33

24:33

Ever heard of the domino effect? Well, in retirement planning, just one misstep can topple your entire future. Today, we'll explore the key areas that need careful attention to ensure a solid retirement plan. We’ve identified five potential financial pitfalls that can lead to additional problems for you in retirement, but J’Neanne will share some t…

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Mastering Cash Flow in Retirement: Understanding Income Planning 48:59

1+ y ago48:59

48:59

This show is all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Plus, we’re going to ge…

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5 Biggest Money Mistakes in Retirement 34:26

1+ y ago34:26

34:26

We’re back and busier than ever for our first episode of the newly launched Rockin’ Retirement show. We have a lot to cover in this show with a primary focus on the five big money mistakes that people make in retirement. But we’re also going to address the concern that Social Security is going broke and answer the financial questions you’ve sent us…

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What You Need to Know About SDBAs 18:01

2y ago18:01

18:01

Coming up on this edition of Your Financial Mission, we are talking about SDBAs. We will discuss what they are, their benefits, their cons, and how they are used. If you’re a doctor or a defense contractor, you have probably seen it inside your plans or portfolio. SDBAs (Self Directed Brokerage Accounts) are essentially a sleeve on the 401k or 403b…

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How Bonds Work: What Retirees Need to Know 24:20

2y ago24:20

24:20

There is a lot of noise in the media about bonds currently. Many are wondering if they should stay in bonds, how safe bonds actually are, and what voices they should listen to for advice. Every situation is different, so you should always speak to an advisor. Today, we will try to address the basics of bonds, and some of the common concerns surroun…

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Controlling Emotions When Planning for Retirement 35:58

2y ago35:58

35:58

In this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role of positive emotions like hope and joy in retirement planning. If you want to better understand and control your emotions to experience a better financial future, then t…

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Her Wealth Matters Series: If Only You Had Hindsight 9:31

4+ y ago9:31

9:31

“Knowing what we know now…” is a phrase you hear a lot, especially lately. If you knew ahead of time, what would you do differently? What can we learn from these financial mistakes? We reflect and talk about the lessons learned on today's episode. Today's show schedule: 1:46 - Being too scared meant too conservative with investments. 2:50 - Too muc…

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Her Wealth Matters Series: When The Customer Isn’t Always Right 10:47

4+ y ago10:47

10:47

When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true? Today's show schedule: 1:42 - “I think I can time the market.” 3:19 - “I know what I want to invest in, just pick the funds for me.” 5:04 - “I don’t need to spend th…

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Her Wealth Matters Series: Avoiding Financial Lies and Mistruths 13:39

4+ y ago13:39

13:39

You can’t believe everything you hear, right? What statements and concepts in the financial world should you take with a grain of salt? Can you tell what’s marketing and what’s real? Today's show schedule: 1:29 - “We can beat the market.” 2:57 - “There are no fees!” 4:07 - “There’s no risk!” 5:34 - “Taxes will be lower in retirement.” 7:02 - “Never…

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Her Wealth Matters Series: How Do We Create Predictable Income? 12:04

4+ y ago12:04

12:04

We’re living in a unique period of time where uncertainty seems to be the driving force across many sectors. The health crisis has forced us all to make changes to our daily lives and our finances, and that has a lot of people thinking about ways to generate predictable income. Let’s explore this idea by looking at ways this is done but identifying…

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Her Wealth Matters Series: Social Distancing for Your Money 13:39

4+ y ago13:39

13:39

We’re all doing our best to take the social distancing guidelines to heart by changing the way we’re living right now, but let’s take a break from the seriousness of it all with a lighter discussion on separation. What would that look like if social distancing was applied to your financial planning? Today's rundown: 0:40 – Some background on our to…

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Her Wealth Matters Series: Market Crash Hall of Fame 11:34

4+ y ago11:34

11:34

We closed out the month of March with an unprecedented month in the stock market as the coronavirus caused fear and uncertainty throughout the country. To get a little perspective on what we’re witnessing, let’s take a look back through history at the worst market crashes of all-time. Today's rundown: 1:06 – Black Tuesday in 1929. 2:24 – J’Neanne s…

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Her Wealth Matters Series: What’s Your Level of Desire to Retire? 15:48

4+ y ago15:48

15:48

Retirement come in many different forms and we all create our own vision of the day we make that exciting transition. Maybe you’re someone that plans to work as long as you can or you the person that’s ready to retire as soon as possible. We all have a different level of desire when it comes to retirement, and today we’ll span the spectrum with J’N…

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Her Wealth Matters Series: How Bias Affects Your Investing Decisions 16:15

4+ y ago16:15

16:15

Many different types of bias can play a role in the decisions an investor makes and most of the time it results in a negative outcome. Let’s highlight six of the biases that we see clients use for their financial decisions and explain how they affect your portfolio. Today's show rundown: 1:03 – A recent study looked at the ways financial bias impac…

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Her Wealth Matters Series: How Emotions Impact Financial Decision-Making 11:36

5y ago11:36

11:36

A lot of people like to think they’re making decisions based on logic and facts, but the truth is emotions typically play a role in our decision-making process. As you can imagine, we have many strong feelings when it comes to our money and that can become a problem for your retirement plan. Today's rundown: 0:56 – Let’s talk about emotional decisi…

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Her Wealth Matters Series: Inheritances 101 – What You Need to Know 18:43

5y ago18:43

18:43

Most of us have very little experience with inheritances. Would you even what steps to take after receiving money or property? Today we’ll identify the mistakes people make when preparing an estate plan, what you should do if you receive an inheritance, and talk about other things you should consider. Today's rundown: 0:52 – We want to spend some t…

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Her Wealth Matters Series: Welcome To The New Series 23:48

5y ago23:48

23:48

The focus of our podcast has shifted and today we’re going to tell you why by giving you the background behind the decision, why we feel this new objective is so important, and the goals for the show. Plus, we’ll learn more about J’Neanne’s career and how she got into this career after her time in the military. Show Agenda: 1:30 – Welcome to the ne…

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Helping You Find Bias in Financial Media 20:55

5y ago20:55

20:55

We all want to stay informed when it comes to investing but it’s more important to make sure the research you’re doing isn’t actually misleading us. Unfortunately, some of the information out there isn’t completely unbiased. Let’s talk about some of the problems with the financial media. Plus, we have a big announcement! Show notes and additional r…

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Estate Planning Mistakes You Need to Avoid 29:24

5y ago29:24

29:24

Not everyone chooses to leave a financial legacy, but if you’re someone who would, then estate planning is crucial. Make it a part of the conversation when you’re working on retirement, but make sure you avoid these critical mistakes. Show notes and additional resources: https://theuswealthadvisors.com/2020/01/estate-planning-mistakes-you-need-to-a…

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The Ins and Outs of Mutual Funds 24:01

5y ago24:01

24:01

Mutual funds have long been a popular investment option for people saving for retirement, but is the landscape changing? We’ll take a deep look into mutual funds, explain some key terminology, and discuss whether it’s a good option or not. Show Notes and Additional Resources: https://theuswealthadvisors.com/2019/12/the-ins-and-outs-of-mutual-funds/…

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Ways That We Sabotage Our Retirement 19:12

5y ago19:12

19:12

There are so many parts of your financial life that are out of your control, so why would you sabotage your retirement by failing to handle the things that are within your control? Many people do this but you don’t need to be one of them. Let’s discuss some ways people sabotage their own financial health. Show Notes: https://theuswealthadvisors.com…

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Top 5 Misunderstandings About Social Security 22:03

5y ago22:03

22:03

Are you ready to start taking Social Security benefits? Do you feel knowledgeable on what strategies to put in place to make the most of it or are you falling for some of these common misconceptions when it comes to Social Security? Show Notes: https://theuswealthadvisors.com/2019/11/top-5-misunderstandings-about-social-security/ On This Episode: 2…

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Are You Having Awkward Financial Conversations? 32:44

5y ago32:44

32:44

Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances? Show Notes: https://theuswealthadvisors.com/2019/11/are-you-having-awkward-financial-conversat…

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What Will the Next Market Crash Look Like? 30:02

5y ago30:02

30:02

We know another downturn in the market is inevitable, but how long will it be until the next ‘crash’ happens? Will it hit us as hard as 2008? We’ll ask J’Neanne to give us her thoughts on the subject and what we can do as investors to prepare ourselves for that day. On this episode: 4:28 – What’s to come on today’s show. 5:25 – In the news: At what…

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Preparing for Retirement During Your Final Decade of Work 32:19

5y ago32:19

32:19

Whether you’ve been working on your retirement plan for years or just beginning to get around to it, your focus needs to increase as you approach the end of your working career. That final decade before retirement gives you the chance to get everything in order so you aren’t left scrambling. Today we’ll run through a list of items that you need to …

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Busting the Biggest Financial Myths – Part 2 23:49

5y ago23:49

23:49

In this series, we’ll look at some of the most widely believed financial myths and try to bust them wide open. There are many people that base their decisions on these myths and that’s scary. We want to make sure you aren’t making any mistakes based on misinformation. Today's rundown: 2:14 – Introducing the topics for today’s show. 2:37 – In the ne…

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Busting the Biggest Financial Myths – Part 1 25:27

5y ago25:27

25:27

In this series, we’ll look at some of the most widely believed financial myths and try to bust them wide open. There are many people that base their decisions on these myths and that’s scary. We want to make sure you aren’t making any mistakes based on misinformation. Click here to see the full show notes. Today's rundown: 2:03 – What’s in store on…

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Scenarios That Create Urgency in Your Financial Plan 20:33

5+ y ago20:33

20:33

Even if we stay on top of our retirement planning, there are life events that shake up everything we’ve done or force us to rethink our path. In this episode, we identify some of those events that create a sense of urgency within us and discuss how to be best prepared if they happen to you. Check out the full show notes for this episode here. ----m…

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What Does Financial Security Mean to You? 20:33

5+ y ago20:33

20:33

Nearly all of us have the same end game in mind, which is to make it to retirement and enjoy our lives in whatever way we choose. But how much we need in retirement varies from person to person. We all have our own definition of financial security, and today we’ll talk about some of those meanings. If you'd like to see the show notes, click here. -…

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The Driving Force Behind Your Retirement Plans 25:57

5+ y ago25:57

25:57

Whether in retirement or behind the wheel, it’s good to have a plan and a pulse on what is happening around you. Knowing the rules, the technology, and your motivation all plays a part in the route you take with your retirement planning. In this episode, J’Neanne covers a few different topics happening in the news, such as self-driving cars. Then, …

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What Popular Proverbs Teach Us About Money 31:03

5+ y ago31:03

31:03

There are plenty of proverbs that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings and answer a question from the mailbag about changing annuities. Full show notes: https://theuswealthadvisors.com/2019/07/what-popular-proverbs-t…

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How "Fake News" Impacts Your Financial Choices 30:26

5+ y ago30:26

30:26

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”. Full show notes: https://theuswealthadvisors.com/…

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5 Holdups Stalling Your Financial Decisions 36:12

5+ y ago36:12

36:12

Today's Mission: Indecision can be just as dangerous as making the wrong decision. That’s why sometimes you have to decide when to fish or when to cut bait. J’Neanne will walk us through five holdups that might stall your financial decisions. We also answer a listener question about rental properties. View the full show notes here: https://theuswea…

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In The News: Business Plans and a Bride-to-Be 27:10

5+ y ago27:10

27:10

What do Kohl’s, Disney, and McDonald’s have in common? They're all making headlines as they roll out new business plans. J’Neanne talks about how their plans could affect you as an investor. Then, love is in the air with today’s question from the mailbag...but is debt hovering as well? For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswe…

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What Is Safe Money? 18:21

5+ y ago18:21

18:21

There’s a buzzword in the financial world called “safe money”, but it has many definitions . Everyone wants their money to be safe to a certain extent, but you need to balance risk and safety in your portfolio. Theres also a lot of misinformation out there, so J’Neanne shares everything you need to know about safe money. For J'Neanne's Retirement R…

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When Is It “Safe” to Retire? 23:45

5+ y ago23:45

23:45

Are you wondering if it’s “safe” to retire? What kind of factors should you consider beforehand? In looking at your lifestyle and preparing you for some of the unknowns, J’Neanne gives some pointers on how to know when you’re ready to retire. She then talks tax reform as we put Tax Day 2019 behind us. For J'Neanne's Retirement Rescue Toolkit, go to…

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5 Common Pain Points In Your Financial Life 29:27

5+ y ago29:27

29:27

Today we’re tackling five financial pain points you will likely face--if not now, then in the future. Do you know how you plan to address these in your life? Then, we’ll talk about J’Neanne’s thoughts on taxing the rich and saving for college. Visit https://theuswealthadvisors.com/2019/04/5-common-pain-points-in-your-financial-life/ for the full bl…

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6 Things Wasting Away In Your Financial Junk Drawer 32:44

5+ y ago32:44

32:44

Everyone has a junk drawer somewhere full of odds and ends. We’ll talk about the six financial things you probably have sitting in a drawer somewhere as well and what you need to do to dust them off and make sure they're put to use. Then, J’Neanne talks about student loans and the ripple effect they have in the financial world. For J'Neanne's Retir…

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Understanding Your Social Security Taxation 22:57

5+ y ago22:57

22:57

On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement. For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/ To read more on J'Neanne's blog, go to: https://theuswealthadvisors.com/2019/03/unders…

المدونة الصوتية تستحق الاستماع

With JNeanne Theus بودكاست

المدونة الصوتية تستحق الاستماع

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